What the firm does
Tax work for people and businesses, and the steady accounting behind it, all year round.
Income tax preparation
Return preparation, consulting, compliance and planning for:
- Individuals, including returns for more than one state
- Partnerships
- S corporations and C corporations
- Trusts
- Estate and gift
Payroll
Hand payroll to the office so you can get back to running your business, and stay current as payroll rules change.
- Check writing
- Depository cards
- State tax filings
- Year-end reporting and W-2s
Business support
Continuous, dependable support for as long as you need it.
- Bank reconciliation
- Bookkeeping
- Financial statements
- Sales tax returns
- Industry-specific reports
- QuickBooks setup and training
Planning and analysis
- Tax planning
- Estate and retirement planning
- Business succession planning
- Acquisitions, mergers and cash flow analysis
Starting a business
- Choosing the best entity for your business
- Business plan design
- Federal and state registration
- Corporate record keeping
- Owner compensation planning
Help with the IRS
Got a notice? Have the office review it before you pay it. Mistakes happen on the IRS's side too, and sometimes a tax or penalty has been charged that doesn't apply to you.
With a signed power of attorney, which the office prepares for you, David can talk to the IRS on your behalf.
Who the firm works with
Individuals and families
Annual returns, tax planning, returns for more than one state, and estate, trust and retirement planning.
Small businesses
Bookkeeping, payroll and business returns, from choosing an entity on day one through to planning who takes over.
Larger companies
The firm also serves several large corporations.
"My focus is to help my clients increase their profitability and decrease their tax liability."
"He's in business all year long, not just at tax time, so I can reach him whenever I have a question."
Getting started
New to the office? It starts with a phone call or an email.
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Call or email
Ring (913) 432-1040 or email david@davidlcarter.com to set up a time to meet with David.
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Sit down for an hour
A first appointment runs about an hour, so everything relevant gets considered. For a tax return, that hour is part of the preparation fee, not an extra charge.
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After that, drop off
You don't need an appointment to drop off documents. The office works year round, so questions are welcome any time, not just at tax time.
About the firm
Leon A. Carter founded the firm, and it has served the Mission area ever since.
David L. Carter earned his MBA at Abilene Christian University and worked for several years in oil exploration before joining the firm in 1984. Since then he has specialized in tax planning for individuals and small businesses.
The priority of the whole staff is the continued success and financial stability of every client, through personal attention and good service.
When David isn't working, he makes art. One of his pieces is titled Leaves and Cross.
Client resources
The official pages for the questions clients ask most. Each one is kept current by the agency that runs it.
Where's my refund?
- Federal refund statusIRS. You'll need your Social Security number, filing status and exact refund amount.
- Kansas refund statusKansas Department of Revenue
- Missouri refund statusMissouri Department of Revenue
Mileage
- Standard mileage ratesIRS, updated every year. Keep a mileage log: if it isn't documented, it didn't happen.
Forms for employers
- Form W-4Employee's withholding certificate (IRS, PDF)
- Form W-9Request for taxpayer identification number (IRS, PDF)
- Form I-9Employment eligibility verification (USCIS)
Reaching the IRS
- IRS phone and in-person helpGeneral line 1-800-829-1040. A notice may list a more specific number.
- Where to mail a returnIRS addresses by return type
- Change of addressForm 8822 (IRS)
Living in one state and working in another? You file in both, and each state's forms allocate your income so it isn't taxed twice. Call the office if you're not sure where you stand.
Visit or get in touch
- Office
- 5800 Foxridge Drive, Suite 270
Mission, Kansas 66202
Just east of Metcalf, off Johnson Drive - Phone
- (913) 432-1040
- Fax
- (913) 432-1140
- david@davidlcarter.com
- Regular hours
- Monday to Thursday, 8 a.m. to 5 p.m.
Friday, 8 a.m. to 4 p.m. - Tax season
- Extended hours from January 1 to April 15